Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Buy
6,310
+2,118
+51% +$212K 0.02% 550
2025
Q1
$441K Buy
4,192
+806
+24% +$84.8K 0.01% 610
2024
Q4
$267K Buy
3,386
+205
+6% +$16.2K 0.01% 694
2024
Q3
$236K Buy
3,181
+212
+7% +$15.8K 0.01% 705
2024
Q2
$278K Buy
2,969
+12
+0.4% +$1.12K 0.01% 663
2024
Q1
$309K Sell
2,957
-15
-0.5% -$1.57K 0.01% 655
2023
Q4
$269K Sell
2,972
-335
-10% -$30.3K 0.01% 659
2023
Q3
$270K Buy
3,307
+66
+2% +$5.38K 0.01% 649
2023
Q2
$225K Sell
3,241
-2,404
-43% -$167K 0.01% 663
2023
Q1
$487K Buy
5,645
+282
+5% +$24.3K 0.03% 492
2022
Q4
$366K Buy
+5,363
New +$366K 0.03% 485